That’s where including a digital document ecosystem in your transformation framework can help. Embracing technologies like PDF and eSign software solutions that streamline workflows, remove the burden of paper from your environment and speed up customer interactions can have a real impact on your bottom line.
But as just one component of an overall digital transformation strategy, document automation can arrive with some questions.
Below, we address common questions we get from professional services firms about how and why to integrate essential tools like PDF and eSign into a corporate digitalization strategy.
PDF and eSign: Key Aspects in Your Digital Transformation Strategy
Professional services firms arguably use more documentation than any other sector. From contracts to agreements to tax forms and letters, it’s a line of work built on paper.Digitalizing your document processes through solutions like PDF and eSign will have several effects:
Improve Security
Professional services firms continue to need to abide by client security requirements in addition to government and regulatory body regulations. With firms using scattered security tools and protocols, it’s essential to make document and data security a required part of your overall digital transformation strategy—and PDF and eSign solutions help you achieve this goal.Enable Globalization
If you’re doing business internationally, then you’re well aware of the drag and delay manual approval and contract processes can cause. Effectively doing business in other countries requires a strategic digital approach that allows you to speed up existing workflows and cultivate new clientele on a global scale.Stay Competitive
Speaking of new clientele, your clients expect a digital-first approach from all businesses they interact with. Some call it the “Amazon Effect,” but it is the shift in customers’ expectations that interactions with a business—even in a B2B setting—will be online, speedy, easy and personalized. As part of your digital transformation roadmap, PDF and eSign solutions help you bring that experience to all your client interactions.Log More Billable Hours
Manual document processes take workers away from billable work and keep them locked in non-billable admin. Without tools like PDF and eSign solutions, your firm experiences slower document management, which means slower client turnaround and fewer billable hours. A digital transformation strategy that includes these tools keeps your projects productive and your organization profitable.How Do I Choose the Right Strategic Approach for My Digital Transformation Framework?
There are many considerations for professional services firms when selecting the right tools for the move to digitalization—PDF and eSign are two of them. We have some tried-and-true tips for selecting the right provider and software to get you started.
1. Is the vendor considerate of your budget? No two professional services firms are alike, yet some vendors offer rigid pricing that does not accurately reflect your wants and needs. Flexibility is key, and that should extend to the cost of your digital transformation software solutions.
2. Will you be getting personal customer support? Unfortunately, many vendors treat your purchase of their PDF and eSign software as a transaction—nothing more. Ask about the level of support you’ll receive and how much it will cost you for dedicated support once you’ve onboarded the software.
3. Will integration and scalability be easy? Some vendors force you to buy separate licenses for commonly used platforms, or your users will need to log into those platforms individually when moving among them. Make sure your strategic roadmap includes finding out if your vendor will make your digital transformation process a smooth one—whatever your portfolio of platforms.
Nitro PDF & eSign for Digital Transformation: Try Before You Buy
In contrast to most PDF and eSign solutions, Nitro offers a business pilot program that is risk-free and designed to help you truly see if our software is a good fit. The program allows you to test out our PDF and eSign solutions for several weeks.
We know the road to digitalization can be a long and uncertain one for any professional services firm, so we want you to feel confident in your choice of solutions to help you achieve a successful digital transformation strategy. Nitro’s free pilot program is a real opportunity for you to test drive the car before you buy it.
